QuickBooks Desktop to QuickBooks Online Migration
Core Services:
- Initial Assessment & Backup
Review of current QB Desktop file
Full backup before migration
- Data Preparation
Cleaning chart of accounts, customer/vendor lists, inactive data
Review and adjustment of fiscal settings (if needed)
- Migration to QuickBooks Online
Transfer of core data:
Chart of accounts
Customers & vendors
Open invoices and bills
Bank transactions
Products and services
Transfer of balances (if full transactional history is not required)
- Post-Migration Review
Reconciliation of key reports (Balance Sheet, P&L)
Data integrity checks
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